Filed June 24, 2002 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU Service code 10 · EIN 26-1370206 | Accounting | $25,000 |
Service code 10 · EIN 51-0595589 | Accounting | $18,750 |
JAMES MOORE & CO., P.L.1+ years Filed as: JAMES MOORE & CO, PL. Service code 10 · EIN 59-1060842 | Accounting | $15,000 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,572 | $63,964-80.3% | $147,614-91.5% | $67,505-81.4% |
| Participation rate | 99.7% | 68.6%+31.1pp | 84.6%+15.1pp | 71.2%+28.5pp |
| Annual return | -1.06% | 9.05%-10.1pp | 61.98%-63.0pp | 6.52%-7.6pp |
| Employer contribution / active EE | $3,446 | $1,618+112.9% | $5,564-38.1% | $2,173+58.6% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $4,895-100.0% | $3,597-100.0% |
| Admin fee / account holder | $6 | $43-85.9% | $11,611-99.9% | $56-89.3% |